Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Jason M. Pereira Financial Planning Association of Canada FP Canada - Standards Of Professional Responsibility CFP Board’s Standard Of Professional Conduct Kansas State University - Department Of Personal Financial Planning  

CE Drive with Jason Watt

The F-Word and Other Regulatory Concerns

Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Introduction to the Genogram The Psychology of Money: Timeless lessons on wealth, greed, and happiness Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals Your Money Script Alaphia Financial Wellness Financial Therapy Association The Power of Money Beliefs Finding Your Own Money Story To Better Communicate With Clients Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology

Therapy Tools in a Planning Practice

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Should You Use a Rising Equity Glide Path in Retirement? Marshall McAlister, CFA

Retirement Planning: Endowments and RRIF

Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: TRP Strategy Group Lea Koiv & Associates Inc. CAFA Canada Trustco Mortgage Co. v. Canada

IPP: A Masterclass

Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P&C insurance. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Mackenzie Insurance Group Inc

Property and Casualty Risks in Financial Planning

Financial Therapist Nathan Astle joins Jason to explain the differences between financial planning and financial therapy, and how a financial planner can send their client to a therapist. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Relational Money Inc. Money Disorder Assessment Financial Therapy Association Journal of Financial Therapy

The Role of Financial Therapy

Impact Investing guru David O'Leary joins Jason for a look at the tools financial advisors have available for clients who want to introduce values into their financial plans. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Kindwealth Impact Investing Moving Beyond Modern Portfolio Theory: Investing That Matters Geenees NEA Adasina Social Capital NEI Investments Calvert Institute for Responsible Investing Vancity Rally Assets SVX CNote  

Intro to Impact Investing

Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: The Benefits Corner: Episode 11-Managing Cannabis in the workplace myFlex Benefits The Group Advisor Blog

Group Benefits: Two Perspectives

Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Spring Plans Financial Planning Association of Canada Advice-Only Planners Neuroscience, Leadership and David Rock's SCARF Model

Advice-Only Planning

Financial planner Melany Goodhue joins Jason to discuss a highly complex case where a pension buyback coincides with a number of other financial planning decisions. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: PULSE WEALTH MANAGEMENT  

Pension Buyback in a Complex Case

Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada Agent Code of Conduct - Life Insurance Council of Saskatchewan CODE OF PROFESSIONAL CONDUCT - Advocis Draft Rules of Conduct - FP Canada

Ethics Lessons from Season 3: Part1

Financial planner and insurance specialist Jeremiah Renner joins Jason and shares the secret sauce that help him succeed in the family insurance market. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Two Pillars Financial Solutions Inc. Demeter v. Dominion Life Assurance Co. and two other actions, 1982 CanLII 1766 (ON CA) Serving Clients Through Needs-Based Sales Practices

Life Insurance Fundamentals

Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Niagara Region Money Coaches Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits FinaMetrica Risk Tolerance Profiling

Retirement Planning Scenarios

Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the second of a two-part series. In this episode we discuss bitcoin mining and investing in cryptocurrencies. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Coinsquare Coinbase Mt. Gox Michael Alguire PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA John McAfee Guide for cryptocurrency users and tax professionals CSA Staff Notice 21-327 Guidance on the Application of Securities Legislation to Entities Facilitating the Trading of Crypto Assets ARK's Exchange Traded Funds (ETFs) First North American bitcoin ETF launching in Canada

Deciphering Cryptocurrency II

Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the first of a two-part series. In this episode we discuss the mysterious origins of bitcoin and what mining is. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Child labor in palm oil industry tied to Girl Scout cookies TrustBIX 

Deciphering Cryptocurrency I

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CE Drive with Jason Watt

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